Integration of Xero with Dynamics 365 CRM

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Posted on by Aisha1985

Hi,

Can some one please provide me links to some helpful information and guides of "How to integrate Xero with Dynamics 365 crm" through Power Automate and APIs.

I cant find much information on this.

I have a task to achieve the following requirements of automating the invoicing creation from Dynamics CRM to Xero utilising Xero API and Power Automate workflow

o Clean up the current invoice Status Field and creating new invoice status value for automation purpose

o Once the status has changed to the value indicated when creating an invoice in Xero, a string of actions would be processed by Power Automate workflow in the order below:

1. Create draft invoice in xero

2. Add the invoice number back into Dynamics invoice record

3. Change status field to "fulfilled" o Once an invoice has been paid in Xero, if the invoice number could be found in Dynamics CRM, the invoice status would be changed to Paid automatically. This is enabled through Xero Webhook service and Power Automate.

o To make the automation works, an initial data load would be required from Xero to Dynamics to capturing Accounts and Contact Xero Unique Identifier in Dynamics

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Aisha1985 95 on at

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RE: Integration of Xero with Dynamics 365 CRM

Thanks alot for your detailed response.

I will have a look at the above mentioned articles and links and will update here if i was able to acheive the above requirements.

Really appreciate your help!!
Verified answer

Abdul Wahab 12,070 Super User 2024 Season 1 on at

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RE: Integration of Xero with Dynamics 365 CRM

Hi Aisha1985,

As per my little knowledge, there is no out-of-the-box connector available. Below are some helpful links for the good start

Xero Developer Platform

https://youtu.be/UO-TIHhWjX4

There are some threads in communities but they are not having any required details

powerapps - Custom Connection Xero API in Power Automate - Stack Overflow

Solved: Custom Connector for Xero - Power Platform Community (microsoft.com)

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
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antc 2,909 on at

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RE: Integration of Xero with Dynamics 365 CRM

Interestingly just sat a session with one of our consultants that used the Stellarise connector which covers most of your requirements and is installed as a solution to your Dynamics Sales environment.

It was quite intuitive with reasonable instructions.